Matthew Dillon

Wealth Advisor

Role: Wealth Advisor at Members 1st Federal Credit Union
Location: Lancaster, PA, US
LinkedIn followers: 500 followers

Sales & Business DevelopmentView LinkedIn profile

About Matthew Dillon

Identifies opportunities to create new business and account growth by building, nurturing andoptimizing customer relationships within a financial, insurance and investment services firm.Brings expertise in financial planning, retirement planning and risk analysis, using a solutions-driven, customer-centric approach to maximize accounts and deliver positive experiences.I thrive in collaborating with clients to create effective plans to help achieve their financialgoals. I consistently achieve customer engagement and communication targets, and take pridein being a trusted partner who offers a personable, honest and curious perspective to everyinteraction, both with internal colleagues and external clients.Those who know me say I’m always ready to take on a challenge, and always look for ways toadd to my experience and knowledge. I’m forward-thinking and resourceful, have a high level ofperseverance and a strong work ethic, and work well independently or as part of a team. I holda current Series 7 license.Specialties include: Financial Strategy, Planning and Execution, Networking and RelationshipBuilding, Cross-Selling, Market Research, CRM, Lead Generation, Sales Cycle, Analytical andCritical Thinking, Problem Solving, Regulatory Compliance, Communication and PresentationSkills.

Experience

Wealth Advisor
Members 1st Federal Credit Union
May 2024 — Present

Education

James Madison University
Bachelor of Business Administration - BBA, Finance, General
2018 — 2022

Contact information

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Current company

Razorpay

Software Development · 4K employees · Bangalore, Karnataka, India

Power your finance, grow your business. Razorpay is India’s first full-stack financial solutions company. We are on a mission to enhance the payment experience of over 300 million end consumers. And in doing so, we aim to enable Indian businesses - big and small - accept payments digitally with minimal effort and maximum ease. Razorpay has grown from being a payment gateway provider to a solutions-driven organization boasting of an extensive products suite to accept and disburse payments as well as raise capital and park money. In a nutshell, we fit into every nook and corner where your business touches money. #OutgrowOrdinary We identify ourselves as disruptors in the digital payments space and our vision is to power the financial ecosystem for other disruptors. Like attracts like and Razorpay actively looks to partner with established companies and startups that have either broken the glass ceiling in their industry or are set to. The Razorpay Product Suite today comprises verticals, along with Payment Gateway, like Payment Links, Payment Pages, Subscriptions, Smart Collect, Route, Razorpay Capital, RazorpayX, Payroll and Thirdwatch. Razorpay was started in 2014 by two IIT Roorkee alumni, Harshil Mathur and Shashank Kumar. Just a short few years later, Razorpay has evolved into a 800-odd strong organization with some of the best talents in the country helping some of the best companies manage their money movement seamlessly. Certified cool We are a bunch of spirited, ambitious and fun folks. And no, we’re not saying this ourselves--leading institutions have recognized Razorpay for the high trust and high-performance culture that we maintain. Our strength lies in the people we are and we go to great lengths to nurture a family of coders, designers, sellers, marketers, analysts, writers, runners, photographers, gamers, tinkerers, and above all, people who are dreamers and doers at the same time. Be a part of our exciting journey.

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About Matthew Dillon

Experience

Wealth Advisor

Education

James Madison University

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